Tom Karry Email & Phone Number

Boston, MA, US

Charlotte, NC, US

Market Sales Manager in the Financial Center Sales Channel with Bank of America/Merrill EdgeDirect supervisor responsible for sales activities of 25+ Financial Advisors over 300-mile eastern Carolina territory. Managed the growth of Wealth Management-in-bank model through effective partnership in consumer banking channel around shared objectives and.

Charlotte, NC, US

Financial Advisor within the banking channel at Bank of America providing holistic financial planning to clients. Focused on both asset management as well as liability management helping clients minimize debt service to increase investable assets to wealth management solutions. Cultivated relationships with key internal partners to ensure client wealth.

US

Financial sales with an emphasis on asset allocation strategies, asset gathering, and mutual fund recommendations. Assisting clients with their investment objectives, and implementing a plan to help clients meet their goals.

US

• Sales professional with specific Active Trader market segment. Specializing in equity, derivatives, futures, and platforms. Experience in education and seminar hosting for clients and management of a book of highly.
• Managed relationship with trading clients who traded equity and derivative investment vehicles
• Educated clients on trading strategy including stock selection, financial analysis, and technical analysis to further client investment objective.
• Maintained a 98% client retention rate while organically growing business through acquisition of financial accounts from competing firms.
• Executed along all of our primary sales targets, while also providing education and training to internal business partners and clients.
• Maintained sales pipeline through use of salesforce.com software with targeted reporting to identify cross-selling opportunities internally.

US

• Precursor to Active Trader consultant role. Responsibilities were similar although we drove business mainly through external sales opportunities.
• Executed along the sales responsibilities achieving sales targets each quarter, while retaining the book of business that I had built.
• Worked in tandem with our technology teams to identify and prioritize client facing software solutions. Managed beta-testing population and feedback for new tools and features to trading software.
• Created the framework for the sales process surrounding futures trading accounts to remain both compliant within our regulatory environment as well as driving results toward our sales objectives.
• Traveled extensively throughout the eastern seaboard to engage clients in seminar format, highlighting trading strategy and tools at seminars hosted with our business partners.

US

• Worked in small team environment to field customer calls around trading and website tools for our mass affluent client base.
• Traded equity, mutual fund, options, and index derivatives on behalf of clients within margin and cash trading accounts. Executed trades while monitoring and maintaining adequate risk controls for the firm.
• Handled escalated disputes from clients through the corporate channel, and found adequate resolutions to resolve customer issues, while retaining customer relationship.
• Identified cross-selling opportunities internally for our sales business partners though inbound and outbound phone interactions.
• Achieved series 7 and 63 licensing through regulatory exams.